See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,857 | $177,572-19.5% | $154,803-7.7% | $142,382+0.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.43% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $17,141 | $4,810+256.3% | $4,305+298.1% | $4,299+298.7% |
| Participant deferral / active EE | $9,569 | $6,272+52.6% | $5,540+72.7% | $6,507+47.1% |
| Admin fee / account holder | $916 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |